Intercom
Salesforce

Intercom and Salesforce Integration

Connecting Intercom with Salesforce helps businesses eliminate manual work and reduce errors. With Ayudo, your data stays perfectly in sync between Intercom and Salesforce, enabling faster workflows, better collaboration, and improved customer experiences.

Explore Triggers and Actions

Tag Added To User
Emit new event each time a new tag is added to a user.
Tag Added To Lead
Emit new event each time a new tag is added to a lead.
Tag Added To Conversation
Emit new event each time a new tag is added to a conversation.
New Topic (Instant)
Emit new event for each new topic that you subscribed in your webhook. See more here
New Tickets
Emit new event when a new ticket is created in Intercom.
New Leads
Emit new event each time a new lead is added.
New Event
Emit new event for each new Intercom event for a user.
Lead Added Email
Emit new event each time a lead adds their email address.
New Conversation Rating Added
Emit new event each time a new rating is added to a conversation.
Post a Message to Chatter Feed
Post a feed item in Chatter. See the documentation
Find Records
Retrieves selected fields for some or all records of a selected object. See the documentation
Delete Record
Deletes an existing record in an object. See the documentation
Create Event
Creates an event. See the documentation
Delete Opportunity
Deletes an opportunity. See the documentation
Create User
Creates a Salesforce user. See the documentation
Create Task
Creates a task. See the documentation
Create Record
Create a record of a given object. See the documentation
Create Note
Creates a note. See the documentation

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Intercom and Salesforce?

When Intercom works alongside Salesforce, your conversations finally talk to your leads, cutting response times and context switching. The integration respects rate limits and retries gracefully so the pipeline stays stable even at peak times. This gives your team better visibility, faster follow ups, and cleaner reporting across both systems. For example, Convert users into CRM contacts Message customers from Salesforce updates

Connect
Intercom
and
Salesforce
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What is a practical way to use Intercom with Salesforce?

A straightforward win is Convert companies into Salesforce accounts. This turns a manual hop between systems into a reliable flow so the right people are informed and records stay accurate.

Can Ayudo react when trigger new event each time a new lead is added. and then perform Create Contact in Salesforce?

Yes, you can set up a workflow so that when trigger new event each time a new lead is added., Ayudo carries out Create Contact in Salesforce. You control filters and field mappings so only the right events trigger the action.

Can we start from Salesforce and drive Add Tag To Contact in Intercom?

Absolutely. When trigger new event when a record of the selected object type is created. See the documentation, Ayudo can run Add Tag To Contact in Intercom so both systems stay aligned and the next step happens without waiting on someone to copy updates over.

Can we control which fields sync between Intercom and Salesforce?

Yes, you can pick the exact fields to move, set conditions, and choose one way or two way sync. You can also add filters by status or tags and decide who gets notified when changes happen.

What problems does connecting Intercom and Salesforce actually solve?

It creates one connected workflow instead of separate silos which means fewer delays and cleaner reporting. Ayudo keeps information consistent across tools so decisions are made with confidence.

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